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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,062 | $142,354-92.2% | $125,529-91.2% | $155,188-92.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 74.7%+5.3pp | 80.8%-0.8pp |
| Annual return | 24.45% | 306.06%-281.6pp | 202.56%-178.1pp | 148.84%-124.4pp |
| Employer contribution / active EE | $1,193 | $3,501-65.9% | $3,058-61.0% | $4,248-71.9% |
| Participant deferral / active EE | $2,059 | $5,491-62.5% | $4,813-57.2% | $6,531-68.5% |
| Admin fee / account holder | $228 | $19,392-98.8% | $16,298-98.6% | $14,480-98.4% |